How to Deactivate Duplicate Contacts in CRM

Overview:

This guide provides steps on how you can deactivate duplicate contacts in CRM. 

Process:

1. Go to My Apps and open Okta. 
2. In Okta search for Xvantage for Associates(X4A) and open it. 
3. Within X4A hover over the left navigation menu and click Sales.
4. Select CRM from the Sales sub-menu.
5. In the CRM sidebar menu, navigate to Customers and select Contacts.
6. Use the Quick find search function to locate the contact that you want to add a note to.
7. As a best practice, use the email address to search – this will help you catch contacts that may have used incomplete names, nicknames, etc.
8. Once the results are displayed, select the duplicated account by ticking the checkbox next to it.
9. On the command bar located at the top part of the screen, click Deactivate.